intelligent-investor-graham

The Intelligent Investor — Skill (Benjamin Graham)

Knowledge source: The Intelligent Investor by Benjamin Graham, revised edition with commentary by Jason Zweig. Architecture: Orchestrator + 7 subskills. This file routes the user query; subskills execute the actual Graham workflows.

intelligent-investor-graham/
├── SKILL.md
├── quotes/
│   ├── market-philosophy-quotes.md
│   └── value-investing-quotes.md
└── subskills/
    ├── m1_investment_vs_speculation/
    │   ├── module.md
    │   └── references/case_library.md
    ├── m2_defensive_stock_screen/
    │   ├── module.md
    │   └── references/case_library.md
    ├── m3_margin_of_safety_pricing/
    │   ├── module.md
    │   └── references/case_library.md
    ├── m4_market_fluctuation_response/
    │   ├── module.md
    │   └── references/case_library.md
    ├── m5_portfolio_policy/
    │   ├── module.md
    │   └── references/case_library.md
    ├── m6_fund_adviser_ipo_review/
    │   ├── module.md
    │   └── references/case_library.md
    └── m7_enterprising_bargain_hunt/
        ├── module.md
        └── references/case_library.md

Skill Purpose

Use this skill to apply Graham's value-investing discipline to practical investor decisions: distinguishing investment from speculation, screening defensive stocks, estimating margin of safety, responding to market swings, setting portfolio policy, evaluating funds or advisers, and searching for enterprising-investor bargains.

This is not a market-forecasting, momentum-trading, tax-planning, or personalized financial-advice skill. Its job is to force businesslike analysis, conservative arithmetic, and temperament discipline before any action is labeled an investment.

When to Use This Skill

Invoke this skill when the user asks questions such as:

• "Is this stock worth buying under Graham's rules?"
• "Is this an investment or speculation?"
• "Does this company pass the defensive investor checklist?"
• "What price gives enough margin of safety?"
• "The stock or market dropped. Should I sell?"
• "How should I split my portfolio between stocks and bonds?"
• "Should I buy this fund, adviser product, IPO, SPAC, or hot growth story?"
• "How would Graham look for bargain stocks?"